Civic Intelligence

Local #63 Educational Trust Fund

990 • Fiscal year 2018 • EIN 37-6033209

May 01, 2017 to Apr 30, 2018 • Filed on Feb 06, 2019

Organization ProfileN/A
116 Harvey CourtEast Peoria, IL 61611

(309) 699-3570

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.15x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

6th percentile

-20%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

33rd percentile

$704

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

20th percentile

-5.5%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-14%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$932,305

Down $54,734 (-5.5%) from 2017

Net Assets

Down

$898,294

Down $43,749 (-4.6%) from 2017

Liabilities

Down

$34,011

Down $10,985 (-24%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin6th percentile

Revenue

Down

$224,854

Down $35,988 (-14%) from 2017

Expenses

Down

$269,251

Down $23,140 (-7.9%) from 2017

Net Income

Down

-$44,397

Down $12,848 (-41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $899,740Liabilities 2011: $35,621Net Assets 2011: $864,1192011Assets 2012: $918,972Liabilities 2012: $38,747Net Assets 2012: $880,2252012Assets 2013: $934,664Liabilities 2013: $32,451Net Assets 2013: $902,2132013Assets 2014: $1,218,599Liabilities 2014: $278,523Net Assets 2014: $940,0762014Assets 2015: $986,697Liabilities 2015: $31,646Net Assets 2015: $955,0512015Assets 2016: $1,018,151Liabilities 2016: $44,559Net Assets 2016: $973,5922016Assets 2017: $987,039Liabilities 2017: $44,996Net Assets 2017: $942,0432017Assets 2018: $932,305Liabilities 2018: $34,011Net Assets 2018: $898,2942018Assets 2019: $888,821Liabilities 2019: $38,203Net Assets 2019: $850,6182019Assets 2020: $892,601Liabilities 2020: $31,707Net Assets 2020: $860,8942020Assets 2021: $943,339Liabilities 2021: $34,239Net Assets 2021: $909,1002021Assets 2022: $943,409Liabilities 2022: $26,043Net Assets 2022: $917,3662022Assets 2023: $928,515Liabilities 2023: $9,694Net Assets 2023: $918,8212023

Highlighted filing

2018

Assets$932,305
Liabilities$34,011
Net Assets$898,294
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $287,6412011Expenses 2012: $207,7752012Revenue 2013: $255,144Expenses 2013: $233,156Net Income 2013: $21,9882013Revenue 2014: $256,237Expenses 2014: $218,374Net Income 2014: $37,8632014Revenue 2015: $260,203Expenses 2015: $245,228Net Income 2015: $14,9752015Revenue 2016: $273,049Expenses 2016: $254,508Net Income 2016: $18,5412016Revenue 2017: $260,842Expenses 2017: $292,391Net Income 2017: -$31,5492017Revenue 2018: $224,854Expenses 2018: $269,251Net Income 2018: -$44,3972018Revenue 2019: $244,678Expenses 2019: $292,354Net Income 2019: -$47,6762019Revenue 2020: $248,999Expenses 2020: $238,723Net Income 2020: $10,2762020Revenue 2021: $284,675Expenses 2021: $236,469Net Income 2021: $48,2062021Revenue 2022: $249,977Expenses 2022: $241,711Net Income 2022: $8,2662022Revenue 2023: $294,672Expenses 2023: $293,217Net Income 2023: $1,4552023

Highlighted filing

2018

Revenue$224,854
Expenses$269,251
Net Income-$44,397
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Feb 6, 2019
Return Version
2017v2.3
Gross Receipts
$224,854
Mission and Program Overview

Mission

To provide instruction of professional techniques and standards to apprentice plumbers through a training program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$493,979$452,679▼ $41,300
Savings and Temporary Cash Investments$443,165$435,460▼ $7,705
Cash and Non-Interest-Bearing Accounts$29,632$21,315▼ $8,317
Accounts Receivable$14,563$16,195▲ $1,632
Prepaid Expenses and Deferred Charges$4,655$4,261▼ $394
Total Assets$987,687$932,305▼ $55,382
Other Assets Total$1,693$2,395▲ $702
Liabilities
Accounts Payable and Accrued Expenses$44,996$34,011▼ $10,985
Total Liabilities$44,996$34,011▼ $10,985
Net Assets / Fund Balance
Unrestricted Net Assets$942,691$898,294▼ $44,397
Total Net Assets Fund Balance$942,691$898,294▼ $44,397
Total Liabilities and Net Assets / Fund Balance$987,687$932,305▼ $55,382

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$310,862$496,096$806,958
Equipment$19,817$117,220$137,037
Land$122,000-$122,000
Other Land Buildings$0--
Leasehold Improvements$0--
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dennis Doolan IiChairmanPT$704$704

Board Members and Trustees

NameTitle
Brandon TaylorTrustee
Dennis Caughey SrTrustee
Greg CicciarelliTrustee
Michael BoucTrustee
Quint KoehlTrustee
Thomas SmithTrustee
Todd SchrockTrustee
Aaron BellTrustee-past
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$189,896
Investment Income
$886
Other Revenue
$24,072
All Other Contributions
$10,000
Change in Net Assets
$-44,397

Audited Revenue Reconciliation

Revenue per Audited Statements
$224,694
Revenue Not Reported on Financial Statements
$160
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$224,694
Total Revenue per Form 990
$224,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,767
Salaries, Compensation, and Employee Benefits$104,484
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons---$82,285
Depreciation Depletion---$41,300
Occupancy---$40,451
Other Salaries and Wages---$13,100
Fees for Services Legal---$11,348
Insurance---$11,036
Payroll Taxes---$9,099
Fees for Services Accounting---$6,500
Travel---$6,304
Office Expenses---$5,566
Fees for Services Management---$4,260
Advertising---$2,701
Other Expenses---$2,234
All Other Expenses---$2,141
Conferences and Meetings---$2,068
Fees for Service Investment Mgmnt Fees---$160
Total Functional Expenses$0$0$0$269,251

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$269,251
Expenses per Audited Statements$269,091
Total Expenses per Audited Statements$269,091
Expenses Not Reported on Financial Statements$160
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization hired a third party administrator for bookkeeping.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed and signed by a member of the fund's board of trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
LOCAL #63 EDUCATIONAL TRUST FUND
EIN
37-6033209
Phone
3096993570
Address
116 HARVEY COURT, EAST PEORIA, IL 61611

Signing Officer

Name
D Michael Doolan
Title
Chairman
Phone
3175549000
Signed
2019-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Michael Doolan
Formed
1980
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
7
Employees
12
Volunteers
0

Preparer

Firm
Romolo & Associates
Address
1700 W LUTHY DRIVE, PEORIA, IL 61615
Preparer
Mallory Eckstein
Phone
3096822001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization has no tax positions for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly increase or decrease within 12 months of the reporting date.”

Raw XML AppendixShowing 400 of 421 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0122000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0160
IRS990ScheduleD/RevenueSubtotalAmt0224694
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE REPORTING DATE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0452679
IRS990ScheduleD/TotalExpensesPerForm990Amt0269251
IRS990ScheduleD/TotalRevenuePerForm990Amt0224854
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0224694
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0269091
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0AD STATES "WOMEN AND MINORITIES ARE ENCOURAGED TO APPLY". STANDARDS OF APPRENTICE UTILIZES TITLE 29 5(B)(21) AND 30.3(B) ILLINOIS HUMAN RIGHTS ACT OF FEDERAL CODE OF REG. STATED FULLY IN "STANDARDS OF APPRENTICESHIP"
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HIRED A THIRD PARTY ADMINISTRATOR FOR BOOKKEEPING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED AND SIGNED BY A MEMBER OF THE FUND'S BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PLUMBERS LOCAL #63
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0370559345
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0116 HARVEY COURT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EAST PEORIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd061611
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0987687
IRS990/TotalAssetsEOYAmt0932305
IRS990/TotalAssetsGrp/BOYAmt0987687
IRS990/TotalAssetsGrp/EOYAmt0932305
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010000
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/TotalAmt0269251
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt044996
IRS990/TotalLiabilitiesEOYAmt034011
IRS990/TotalLiabilitiesGrp/BOYAmt044996
IRS990/TotalLiabilitiesGrp/EOYAmt034011
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0942691
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0898294
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0189896
IRS990/TotalReportableCompFromOrgAmt0704
IRS990/TotalRevenueGrp/ExclusionAmt017046
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0197808
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0224854
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0987687
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0932305
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt06304
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0942691
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0898294
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0116 HARVEY COURT
IRS990/USAddress/CityNm0EAST PEORIA
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061611
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0D MICHAEL DOOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03175549000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL #63 EDUCATIONAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0376033209
ReturnHeader/Filer/PhoneNum03096993570
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 HARVEY COURT
ReturnHeader/Filer/USAddress/CityNm0EAST PEORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061611

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$932,305
Liabilities
$34,011
Net assets
$898,294
Revenue
$224,854
Expenses
$269,251
Net income
-$44,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.01$0.92$0.29$0.29$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.03$0.92$0.25$0.24$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.03$0.91$0.28$0.24$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.03$0.86$0.25$0.24$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.04$0.85$0.24$0.29$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.03$0.90$0.22$0.27$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.04$0.94$0.26$0.29$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.04$0.97$0.27$0.25$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.03$0.96$0.26$0.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.28$0.94$0.26$0.22$0.04
2013Summary only. Only limited summary data is available for this year.$0.93$0.03$0.90$0.26$0.23$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.04$0.88$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.04$0.86$0.29